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  • Response

    Uploaded by

    Glenn Carlo Clavel
    1 views71 pages
    The document contains input fields for personal details, entities, assets, liabilities, and other financial information related to financial planning for 1 or more clients. The inputs include marital status, income sources, superannuation, investments, property, and debts. Values are entered for 30 assets, 20 liabilities, and other client details.

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    Response (1) (1)

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    The document contains input fields for personal details, entities, assets, liabilities, and other financial information related to financial planning for 1 or more clients. The inputs include marital status, income sources, superannuation, investments, property, and debts. Values are entered for 30 assets, 20 liabilities, and other client details.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    1 views71 pages

    Response

    Uploaded by

    Glenn Carlo Clavel
    The document contains input fields for personal details, entities, assets, liabilities, and other financial information related to financial planning for 1 or more clients. The inputs include marital status, income sources, superannuation, investments, property, and debts. Values are entered for 30 assets, 20 liabilities, and other client details.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 71

    Input/Personal Data/Client/Marital Status Input/Entities/Companies Used Input/Entities/SMSF 1

    2.0 1.0 1.0


    Input/Entities/Trusts Used Input/Social Security/Income Support Calcs
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    Input/Super/Untaxed/Client/Untaxed Calcs Input/Super/Untaxed/Partner/Untaxed Calcs
    2.0 2.0
    Input/Super/Defined Benefit/Client/DB Calcs Input/Super/Defined Benefit/Partner/DB Calcs
    2.0 2.0
    Input/Super/Client/FHSSS/Eligible Input/Super/Partner/FHSSS/Eligible
    1.0 1.0
    Input/Social Security/Aged Care/Include Age Care Calcs- Client
    1.0
    Input/Social Security/Aged Care/Include Age Care Calcs- Partner Input/Assets/Investments/Asset 1 Type
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    Input/Assets/Investments/Asset 2 Type Input/Assets/Investments/Asset 3 Type
    1.0 1.0
    Input/Assets/Investments/Asset 4 Type Input/Assets/Investments/Asset 5 Type
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    Input/Assets/Investments/Asset 6 Type Input/Assets/Investments/Asset 7 Type
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    Input/Assets/Investments/Asset 8 Type Input/Assets/Investments/Asset 9 Type
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    Input/Assets/Investments/Asset 10 Type Input/Assets/Investments/Asset 11 Type
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    Input/Assets/Investments/Asset 12 Type Input/Assets/Investments/Asset 13 Type
    1.0 1.0
    Input/Assets/Investments/Asset 14 Type Input/Assets/Investments/Asset 15 Type
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    Input/Assets/Investments/Asset 16 Type Input/Assets/Investments/Asset 17 Type
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    Input/Assets/Investments/Asset 18 Type Input/Assets/Investments/Asset 19 Type
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    Input/Assets/Investments/Asset 20 Type Input/Assets/Investments/Asset 21 Type
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    Input/Assets/Investments/Asset 22 Type Input/Assets/Investments/Asset 23 Type
    1.0 1.0
    Input/Assets/Investments/Asset 24 Type Input/Assets/Investments/Asset 25 Type
    1.0 1.0
    Input/Assets/Investments/Asset 26 Type Input/Assets/Investments/Asset 27 Type
    1.0 1.0
    Input/Assets/Investments/Asset 28 Type Input/Assets/Investments/Asset 29 Type
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    Input/Assets/Investments/Asset 30 Type Input/Assets/Investments/Asset 1 Owner
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    Input/Assets/Investments/Asset 2 Owner Input/Assets/Investments/Asset 3 Owner
    1.0 1.0
    Input/Assets/Investments/Asset 4 Owner Input/Assets/Investments/Asset 5 Owner
    1.0 1.0
    Input/Assets/Investments/Asset 6 Owner Input/Assets/Investments/Asset 7 Owner
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    Input/Assets/Investments/Asset 8 Owner Input/Assets/Investments/Asset 9 Owner
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    Input/Assets/Investments/Asset 10 Owner Input/Assets/Investments/Asset 11 Owner
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    Input/Assets/Investments/Asset 12 Owner Input/Assets/Investments/Asset 13 Owner
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    Input/Assets/Investments/Asset 14 Owner Input/Assets/Investments/Asset 15 Owner
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    Input/Assets/Investments/Asset 16 Owner Input/Assets/Investments/Asset 17 Owner
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    Input/Assets/Investments/Asset 18 Owner Input/Assets/Investments/Asset 19 Owner
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    Input/Assets/Investments/Asset 20 Owner Input/Assets/Investments/Asset 21 Owner
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    Input/Assets/Investments/Asset 22 Owner Input/Assets/Investments/Asset 23 Owner
    1.0 1.0
    Input/Assets/Investments/Asset 24 Owner Input/Assets/Investments/Asset 25 Owner
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    Input/Assets/Investments/Asset 26 Owner Input/Assets/Investments/Asset 27 Owner
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    outputs
    Input/Assets/Investments/Asset 28 Owner Input/Assets/Investments/Asset 29 Owner
    1.0 1.0
    Input/Assets/Investments/Asset 30 Owner Input/Assets/Direct Property/Dir Prop 1 Commence Value
    1.0 0.0
    Input/Assets/Direct Property/Dir Prop 2 Commence Value
    0.0
    Input/Assets/Direct Property/Dir Prop 3 Commence Value
    0.0
    Input/Assets/Direct Property/Dir Prop 4 Commence Value
    0.0
    Input/Assets/Direct Property/Dir Prop 5 Commence Value
    0.0
    Input/Assets/Direct Property/Dir Prop 6 Commence Value
    0.0
    Input/Assets/Direct Property/Dir Prop 7 Commence Value
    0.0
    Input/Assets/Direct Property/Dir Prop 8 Commence Value
    0.0
    Input/Assets/Direct Property/Dir Prop 9 Commence Value
    0.0
    Input/Assets/Direct Property/Dir Prop 10 Commence Value Input/Liabilities/Liability 1 Type
    0.0 1.0
    Input/Liabilities/Liability 2 Type Input/Liabilities/Liability 3 Type Input/Liabilities/Liability 4 Type
    1.0 1.0 1.0
    Input/Liabilities/Liability 5 Type Input/Liabilities/Liability 6 Type Input/Liabilities/Liability 7 Type
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    Input/Liabilities/Liability 8 Type Input/Liabilities/Liability 9 Type Input/Liabilities/Liability 10 Type
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    Input/Liabilities/Liability 11 Type Input/Liabilities/Liability 12 Type Input/Liabilities/Liability 13 Type
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    Input/Liabilities/Liability 14 Type Input/Liabilities/Liability 15 Type Input/Liabilities/Liability 16 Type
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    Input/Liabilities/Liability 17 Type Input/Liabilities/Liability 18 Type Input/Liabilities/Liability 19 Type
    1.0 1.0 1.0
    Input/Liabilities/Liability 20 Type Input/Liabilities/Liability 1 Owner Input/Liabilities/Liability 2 Owner
    1.0 1.0 1.0
    Input/Liabilities/Liability 3 Owner Input/Liabilities/Liability 4 Owner Input/Liabilities/Liability 5 Owner
    1.0 1.0 1.0
    Input/Liabilities/Liability 6 Owner Input/Liabilities/Liability 7 Owner Input/Liabilities/Liability 8 Owner
    1.0 1.0 1.0
    Input/Liabilities/Liability 9 Owner Input/Liabilities/Liability 10 Owner Input/Liabilities/Liability 11 Owner
    1.0 1.0 1.0
    Input/Liabilities/Liability 12 Owner Input/Liabilities/Liability 13 Owner Input/Liabilities/Liability 14 Owner
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    Input/Liabilities/Liability 15 Owner Input/Liabilities/Liability 16 Owner Input/Liabilities/Liability 17 Owner
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    Input/Liabilities/Liability 18 Owner Input/Liabilities/Liability 19 Owner Input/Liabilities/Liability 20 Owner
    1.0 1.0 1.0
    Input/Liabilities/Reverse Mortgage Input/Liabilities/HELP/Client/Current Balance
    1.0 0.0
    Input/Liabilities/HELP/Partner/Current Balance Input/Pensions/Balances/Pension 1 Type
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    Input/Pensions/Balances/Pension 2 Type Input/Pensions/Balances/Pension 3 Type
    1.0 1.0
    Input/Pensions/Balances/Pension 4 Type Input/Pensions/Balances/Pension 5 Type
    1.0 1.0
    Input/Pensions/Balances/Pension 6 Type Input/Pensions/Balances/Pension 7 Type
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    Input/Pensions/Balances/Pension 8 Type Input/Pensions/Balances/Pension 9 Type
    1.0 1.0
    Input/Pensions/Balances/Pension 10 Type Input/Pensions/Balances/Pension 1 Owner
    1.0 1.0
    Input/Pensions/Balances/Pension 2 Owner Input/Pensions/Balances/Pension 3 Owner
    1.0 1.0
    Input/Pensions/Balances/Pension 4 Owner Input/Pensions/Balances/Pension 5 Owner
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    Input/Pensions/Balances/Pension 6 Owner Input/Pensions/Balances/Pension 7 Owner
    1.0 1.0
    Input/Pensions/Balances/Pension 8 Owner Input/Pensions/Balances/Pension 9 Owner
    1.0 1.0
    Input/Pensions/Balances/Pension 10 Owner Input/Child Numbers/No of Children
    1.0 6.0

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